Capital Planning Advisors »

Uber Technologies shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Uber Technologies (UBER) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Uber Technologies

Tip: Access up to 7 years of quarterly data

All positions including Uber Technologies held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Uber Technologies by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 19k 81.71
2025-09-30 $2.0M 20k 97.97
2025-06-30 $274k 2.9k 93.30
2025-03-31 $203k 2.8k 72.86

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Uber Technologies

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Public Investment Fund
FMR
Geode Capital Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Pershing Square Capital Management
Susquehanna International
UBS Group
Northern Trust
Goldman Sachs Group
Capital World Investors

View all funds holding Uber Technologies